Add notes to leads
Write down related notes to help you remember key details when communicating with your leads in the future.
Affiliate network for agencies
Build an affiliate network around your client-base and offer it as a service to your clients.
Agency dashboard
Advanced control and monitoring with the ability to charge clients for anything. Granular permission for both teammates and clients for total control.
Agency SMTP
Send large volumes of emails through a dedicated SMTP server to ensure they are delivered efficiently; improving the chances of reaching the intended audience.
Agency Ticketing System
Professional and efficient handling of client requests and communication using your own ticketing system
API Keys
Generate different API keys for your different integrations, with specific permissions to increase security.
Assign Agents to Customers
Assigning agents to leads is essential to ensure the highest level of customer service and the most successful customer experience.
Assign Client/Customer Tickets to Teammates
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Assign customer tickets to teammates to ensure that they are managed and resolved as quickly and efficiently as possible.
Assign Clients/Merchant Customers to Teammates
Pass on a client's customer ticket to a teammate to ensure it is managed and resolved as quickly and efficiently as possible.
Assign Customer Deals to Teammates
Assign customer deals to the most appropriate teammates to ensure they are handled smoothly and efficiently.
Automated Whitelabel Activation without setup fees
Use our platform under your name without any additional setup costs. Create a new revenue stream today without the development effort.
Automatic Linking of Tickets to Customer Invoices, Products etc
Easily connect related information to a customer's support ticket such as invoices or products.
Charge Clients Transaction Fees
Since it's possible to charge clients via our platform, it's also possible to keep track and charge clients based on how many transactions they have
Charge for Addons on-demand
Easily activate client features and charge for them as addons.
Client Quota Management
Easily track and manage each clients quota to make sure they upgrade before they exceed it
Create / Onboard Leads
Easily create and add new leads. Either manually or through the use of a lead generation form. This is a great way to grow a customer base and generate more sales.
Create Ticket Categories
By categorizing tickets, teams can easily organize, prioritize and track to see which issues that are most important and address them in a timely manner.
CRM (Customer Relationship Management) tool
Identify, organize, track and nurture customer relationships and interactions with a personalized experience. Better customer understanding helps to increase conversion and streamline service processes.
Custom attributes for products
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Add additional information for products, beyond the standard product attributes.
Custom SMTP
Use your own email server to send emails through the platform. This is useful if you have specific security or compliance requirements.
DEMO Accounts
Offer up to 5 DEMO accounts free of charge with limited capabilities. This account can easily be converted to a live account when the user is ready.
Detailed audit log
A comprehensive record of events, activities, and changes in the system is invaluable when trying to determine the cause of an incident or problem.
Developer log browser
View and search through the API logs for easy troubleshooting of issues and debug of applications.
Event log monitoring
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Stay on top of every event and decide when to get notified. The easy-to-read format makes troubleshooting faster. Developers gets extra information in a JSON format for easy integration.
